Role-Based Column Visibility

  • Role-Based Column Visibility

    Posted by David Wiser on February 16, 2018 at 7:36 pm
    • David Wiser

      Member

      February 16, 2018 at 7:36 PM

      My boss has asked if we can hide certain columns on the physical inventory journal for certain roles.  I know that I can open the role in configuration mode and hide the columns, but (unless I disable personalizations for the role) the user can just “Choose Columns” and add then hidden columns back to their page.  Is there a way to hide certain columns based on roles which would also prevent individual members of  the role from adding them back?  I don’t want to delete them from the page completely since other roles do need to see the columns.

      ——————————
      Dave Wiser
      Controller
      Beckwith & Kuffel
      Seattle WA
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    • Franz Kalchmair

      Member

      February 18, 2018 at 2:56 PM

      you could declare a global bool variable, e.g. RoleVisible. set that variable to the Visible property of the fields you want to display dynamically by role/profile.

      add then following to onopenpage trigger:
      // UserPers / Record / User Personalisation
      UserPers.GET(USERSECURITYID);
      RoleVisible := UserPers.”Profile ID” = ‘PURCHASER’; // or what ever you want to do

      columns can then be seen in the “choose column” window, but are not shown in the column list if RoleVisible=false.

      ——————————
      Franz Kalchmair
      Microsoft MVP
      Senior Consultant
      Vienna, Austria, Europe
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      ——————————————-

    • David Singleton

      Member

      February 19, 2018 at 5:06 AM

      Have you looked at Easy Security.

      it probably does what you need.

      http://www.mergetool.com/easysecurity.html

      ——————————
      David Singleton
      Go Live International
      SQL Perform Navision Performance Consultant
      dsingleton@go-live.us
      ——————————
      ——————————————-

    • Mathew Ealy

      Member

      February 19, 2018 at 8:35 AM

      Easy Security is a great tool for this need.Once you start hiding fields it becomes a slippery slope and having a tool that allows field level security like Easy Security becomes a god send.

      ——————————
      Mathew Ealy
      Nav Support Specialist
      Rentokil N. America
      Reading PA
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      ——————————————-

    • Kris Ruyeras

      Member

      February 19, 2018 at 7:08 PM

      Hi Dave,

      You could look at the Application Area Setup / ApplicationArea option for Dynamics NAV. Under Properties of the field you are trying to ‘hide’, you can assign it with ApplicationArea and can be user specific who gets to see the field/column or not.

      ——————————
      Kristoffer Ruyeras
      Director of Business Technology
      Seattle, WA
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    • Naveen Jain

      Member

      February 19, 2018 at 7:17 PM

      Dave,

      First modify the user roles as needed and then From the USER permissions remove insert/delete/modify permission for TableData 2000000080 Page Data Personalization

      ——————————
      Naveen Jain
      Director of IT
      Symbex Companies
      Santa Fe Springs CA
      ——————————
      ——————————————-

    David Wiser replied 6 years, 3 months ago 1 Member · 0 Replies
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